The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 496,253 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 115,677 | 1,784,870 | SH | SOLE | 1,784,870 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 1,819,589 | 7,037,939 | SH | SOLE | 7,037,939 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 177,886 | 609,764 | SH | SOLE | 609,764 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,302 | 46,506 | SH | SOLE | 46,506 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 802 | 3 | SH | SOLE | 3 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 378,417 | 11,502,025 | SH | SOLE | 11,502,025 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 730,193 | 8,154,026 | SH | SOLE | 8,154,026 | 0 | 0 | ||
| COLONY CAP INC NEW | CL A COM | 19626G108 | 3,600 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 678,941 | 955,353 | SH | SOLE | 955,353 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 292,707 | 1,655,300 | SH | SOLE | 1,655,300 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 10,966 | 207,300 | SH | SOLE | 207,300 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 421,656 | 4,549,586 | SH | SOLE | 4,549,586 | 0 | 0 | ||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 14,181 | 188,672 | SH | SOLE | 188,672 | 0 | 0 | ||
| KKR & CO L P DEL | COM UNITS | 48251W104 | 454,611 | 14,721,857 | SH | SOLE | 14,721,857 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 3,240 | 48,530 | SH | SOLE | 48,530 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 247,700 | 5,587,638 | SH | SOLE | 5,587,638 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 452,711 | 490,388 | SH | SOLE | 490,388 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 643 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 1,739,858 | 5,883,862 | SH | SOLE | 5,883,862 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,548,473 | 5,636,344 | SH | SOLE | 5,636,344 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 776,674 | 1,841,899 | SH | SOLE | 1,841,899 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 48,825 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PRIMO WTR CORP | COM | 74167P108 | 14,969 | 1,088,678 | SH | SOLE | 1,088,678 | 0 | 0 | ||
| ROPER INDS INC NEW | COM | 776696106 | 673,536 | 1,734,754 | SH | SOLE | 1,734,754 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78410G104 | 734,373 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 416,658 | 2,448,048 | SH | SOLE | 2,448,048 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 1,012,862 | 5,243,370 | SH | SOLE | 5,243,370 | 0 | 0 | ||